RIGEX Mutual Fund

RIGEX Mutual Fund

NAV$48.76
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Returns Overview

1 Month
-2.52%
3 Months
+0.17%
6 Months
+10.65%
YTD
+10.98%
1 Year
+18.83%
3 Years (annualized)
+19.33%
5 Years (annualized)
+9.23%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIGEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+9.29%
vs Peers
+1.69%

RIGEX Mutual Fund Performance

RIGEX performance across multiple time periods: 1-month -2.52%, YTD 10.98%, 1-year 18.83%, 3-year 19.33%, 5-year 9.23%, 10-year 9.63%.

RIGEX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

RIGEX vs another fund shows side-by-side returns. RIGEX alternatives are available in the Mutual Fund Screener.